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Ima Advisory Services, Inc.

● SEC registered since 2014CRD 112091SEC# 801-79108Denver, CO
Export (members)
Reg. AUM
$3.9B
Employees
50
Accounts
1,191
Location
Denver, CO

Ima Advisory Services, Inc. assets under management

Ima Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2014. It reports $3.9 billion in regulatory assets under management and employs 50 people.

Ima Advisory Services, Inc. owners & executives

14 reported
NameTitleOwnershipSince
Akasha Ngina AbsherExecutive Vice PresidentUnder 5%2024
Benjamin Howard Valore-CaplanExecutive Vice PresidentUnder 5%2024
Eamon Joseph TwomeySenior Vice PresidentUnder 5%2026
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Frequently asked questions

How much does Ima Advisory Services, Inc. manage?

Ima Advisory Services, Inc. reports $3.9 billion in regulatory assets under management on its Form ADV.

How many employees does Ima Advisory Services, Inc. have?

Ima Advisory Services, Inc. reports 50 employees.

Where is Ima Advisory Services, Inc. located?

Ima Advisory Services, Inc. is based in Denver, CO and has been SEC-registered since 2014.

Does Ima Advisory Services, Inc. disclose fund performance?

Ima Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1705 17th Street, Suite 100, Denver, CO 80202
Phone316-266-6574
Fax316-262-7661
Office hours8:00 - 5:00
SEC regionDenver Regional Office (DRO)
CIK1455495
Discloses disciplinary historyNo

Regulatory AUM

$3.9B▲ 47%
Jan '25 — $2.66BFeb '25 — $2.66BMar '25 — $3.16BApr '25 — $3.16BMay '25 — $3.16BJun '25 — $3.16BJul '25 — $3.16BAug '25 — $3.16BSep '25 — $3.16BOct '25 — $3.16BNov '25 — $3.16BDec '25 — $3.16BJan '26 — $3.16BFeb '26 — $3.16BMar '26 — $3.9BApr '26 — $3.9BMay '26 — $3.9BJun '26 — $3.9B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$3.9Bregulatory AUM
Discretionary $3.35BNon-discretionary $557.2M